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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-04 |
Branch Locations
3700 N Capital Of Texas Hwy, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | Charlotte | NC | 09/2021 | 11/2022 |
| Unemployed | Lansdale | PA | 05/2021 | 08/2021 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| North Penn School District | Lansdale | PA | 09/2004 | 06/2017 |
| Dairy Queen | Lansdale | PA | 03/2015 | 05/2017 |
| Lowe's Home Improvement | Hatfield | PA | 05/2017 | 08/2017 |
| Waynesborough Country Club | Paoli | PA | 05/2019 | 08/2019 |
| Northwestern Mutual | King Of Prussia | PA | 05/2020 | 08/2020 |
| University Of South Carolina | Columbia | SC | 01/2018 | 05/2021 |
| Halls Chophouse | Columbia | SC | 12/2020 | 02/2021 |
| Augusta National Golf Club | Augusta | GA | 01/2021 | 04/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 12/2022 | Present |
| Merion Golf Club | Haverford | PA | 12/2019 | 01/2020 |
| Bank Of America, N.A. | Austin | TX | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-04 |
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